- ISIN
- US33741X2018
- CUSIP
- 33741X201
- Issuer
- First Trust
- Inception Date
- Jan 24, 2018
- Region
- Developed Markets (Broad)
- Category
- Blockchain
- Leveraged
- 1x (No leverage)
- Index Tracked
- Indxx Blockchain Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Value
- Assets Under Management
- $137M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
LEGR Performance Chart
First Trust Indxx Innovative Transaction & Process ETF (LEGR) is up 8.7% since the beginning of the year. LEGR is currently trading at $65 per share. Investors who bought $1,000 worth of LEGR shares 5 years ago would now be looking at an investment worth $1,690.
Loading charts...
Returns By Period
First Trust Indxx Innovative Transaction & Process ETF (LEGR) has returned 8.68% so far this year and 25.85% over the past 12 months.
First Trust Indxx Innovative Transaction & Process ETF
- 1D
- -3.45%
- 1M
- -0.05%
- YTD
- 8.68%
- 6M
- 10.95%
- 1Y
- 25.85%
- 3Y*
- 22.33%
- 5Y*
- 11.07%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- 0.25%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LEGR Monthly Returns History
Based on dividend-adjusted daily data since Jan 25, 2018, LEGR's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.
Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +16.9%, while the worst month was Mar 2020 at -16.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, LEGR closed higher 55% of trading days. The best single day was Mar 17, 2020 with a return of +11.0%, while the worst single day was Mar 16, 2020 at -16.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.35% | -1.33% | -5.47% | 8.42% | 6.30% | -3.11% | 8.68% | ||||||
| 2025 | 5.09% | 0.96% | -0.70% | -0.42% | 6.19% | 5.45% | -0.68% | 1.54% | 3.87% | 3.63% | -0.99% | 3.61% | 30.83% |
| 2024 | -0.98% | 3.28% | 2.87% | -2.61% | 3.68% | 1.38% | 1.43% | 2.59% | 4.73% | -2.51% | 2.82% | -1.19% | 16.25% |
| 2023 | 9.81% | -2.71% | 2.36% | 0.11% | -0.96% | 5.17% | 3.67% | -3.54% | -3.27% | -3.44% | 9.15% | 5.64% | 22.79% |
| 2022 | -0.42% | -6.56% | -0.12% | -8.64% | 1.90% | -8.40% | 3.93% | -3.47% | -10.17% | 5.12% | 12.69% | -4.28% | -19.01% |
| 2021 | 0.35% | 4.73% | 2.10% | 2.46% | 3.49% | -0.51% | -0.07% | 3.56% | -2.95% | 4.00% | -3.41% | 3.23% | 17.91% |
Benchmark Metrics
First Trust Indxx Innovative Transaction & Process ETF has an annualized alpha of 1.43%, beta of 1.03, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since January 26, 2018.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (98.65%) than losses (77.42%) - typical of diversified or defensive assets.
- With beta of 1.03 and R2 of 0.79, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.43%
- Beta
- 1.03
- R²
- 0.79
- Upside Capture
- 98.65%
- Downside Capture
- 77.42%
Expense Ratio
LEGR has an expense ratio of 0.65%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LEGR ranks 56 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for First Trust Indxx Innovative Transaction & Process ETF (LEGR) and compare them to S&P 500 Index.
| LEGR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.33 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | — | — |
| Martin ratioReturn relative to average drawdown | 9.39 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
First Trust Indxx Innovative Transaction & Process ETF provided a 1.72% dividend yield over the last twelve months, with an annual payout of $1.11 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.11 | $1.09 | $1.11 | $1.05 | $0.91 | $0.78 | $0.36 | $0.65 | $0.33 |
Dividend yield | 1.72% | 1.84% | 2.40% | 2.56% | 2.64% | 1.80% | 0.95% | 2.04% | 1.30% |
Monthly Dividends
The table displays the monthly dividend distributions for First Trust Indxx Innovative Transaction & Process ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.14 | ||||||
| 2025 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.26 | $1.09 |
| 2024 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.22 | $1.11 |
| 2023 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.17 | $1.05 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.09 | $0.91 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.32 | $0.78 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the First Trust Indxx Innovative Transaction & Process ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the First Trust Indxx Innovative Transaction & Process ETF was 36.12%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The current First Trust Indxx Innovative Transaction & Process ETF drawdown is 4.75%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -36.12%Mar 2020 | 1mo 2d | 7mo 28d | 9moFeb 2020 - Nov 2020 |
Bear market2022 | -31.45%Oct 2022 | 9mo 1d | 1y 4mo | 2y 1moJan 2022 - Mar 2024 |
Rate-hike selloffLate 2018 | -19.98%Dec 2018 | 2mo 29d | 3mo 24d | 6mo 23dSep 2018 - Apr 2019 |
2025 selloff2025 | -14.25%Apr 2025 | 1mo 18d | 1mo | 2mo 18dFeb 2025 - May 2025 |
2018 correction2018 | -11.20%Feb 2018 | 9d | 6mo 22d | 7mo 1dJan 2018 - Aug 2018 |
Drawdown Indicators
| LEGR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -9.10% | -27.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.40% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -14.25% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -31.45% | — | — |
Current DrawdownCurrent decline from peak | -4.75% | -2.97% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -6.61% | -1.13% | -5.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with LEGR
Add First Trust Indxx Innovative Transaction & Process ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with LEGR